Set Up Team Roles

Setting Up Team Roles

Team Roles allow you to assign specific Taskfeed Tasks or Boards to team members who have been given a specific role in the project. When you use Roles within a task template, each task can be automatically assigned to the different roles in your team.

Note: Team Roles and Board Team Members used in Taskfeed are not the same as those in the User Role Hierarchy in Salesforce and are configured separately, as explained below.

Step 1: Specify Team Roles in Taskfeed.

Whenever you assign tasks to specific team members by their role, you must first determine all available roles and add them as picklist values.